Brandon J. White-szep

PEKIN HARDY STRAUSS

Spokane, WA

CRD#: 8026709

Some features on this profile are disabled

Professional summary

Brandon Joseph White-szep, who also goes by Brandon Joseph White, Brandon White-szep, is a registered financial advisor currently at PEKIN HARDY STRAUSS, INC. located in Spokane, Washington.

Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Brandon has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brandon Joseph White | Brandon White-Szep

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Joseph White-szep's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 10, 2026 - Present

PEKIN HARDY STRAUSS, INC.

RIA

CRD#: 107310

Spokane, WA

Past

March 3, 2025 - October 17, 2025

BRIGHTON JONES LLC

RIA

CRD#: 108601

SEATTLE, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PEKIN HARDY STRAUSS, INC.

APPLESEED CAPITAL | PEKIN SINGER STRAUSS ASSET MANAGEMENT INC. | PEKIN SINGER & SHAPIRO ASSET MANAGEMENT INC | PEKIN HARDY STRAUSS, INC. | APPLESEED PIONEER GP, LLC

CRD#: 107310 / SEC#: 801-35684

RIA

Registered Investment Advisory firm - (12/29/1989 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(3/10/2026)

IAR

Washington
(3/10/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/3/2025

Uniform Investment Adviser Law Examination

Current Firm

PEKIN HARDY STRAUSS, INC.

APPLESEED CAPITAL | PEKIN SINGER STRAUSS ASSET MANAGEMENT INC. | PEKIN SINGER & SHAPIRO ASSET MANAGEMENT INC | PEKIN HARDY STRAUSS, INC. | APPLESEED PIONEER GP, LLC

CRD#: 107310 / SEC#: 801-35684

RIA

Registered Investment Advisory firm - (12/29/1989 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

227 West Monroe Street Suite 3625, Chicago, IL 60606

Mailing Address

Phone number

(312) 554-7525

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A AUGUST 2025 (8/22/2025)

ADV PART 2A 2024 (3/24/2025)

Regulatory assets under management

Total Number of Accounts	1,821
AUM (Assets Under Management)	$ 1,144,100,534

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/26/2025	Cover Page	Report
09/25/2024	Cover Page	Report
10/18/2023	Cover Page	Report
01/20/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Guy Peel

OSAIC WEALTH, INC.

IAR

HELENA, MT

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

IAR

ESTERO, FL

Jeffrey Meotti

MORGAN STANLEY

IAR

MADISON, CT

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Brandon J. White-szep

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Joseph White-szep's CRS (Customer Relationship Summary).

Certified licenses

Experience

PEKIN HARDY STRAUSS, INC.

BRIGHTON JONES LLC

Primary Firm SEC Registration

PEKIN HARDY STRAUSS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/3/2025

Current Firm

PEKIN HARDY STRAUSS, INC.

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PEKIN HARDY STRAUSS, INC.

TRUST BUT VERIFY

Similar Advisors